Enabling and Saving the Workflow, Opening the Zendesk Trigger, Editing, Disabling or Deleting a Workflow

This article covers how to enable and save the Ticket Parser Autofill Workflow, opening the Zendesk Trigger and how to edit, disable or delete a Workflow.

In this Article
Enabling the Workflow and Save
Opening and Editing the Trigger Created in your Zendesk Admin Center
Editing, Disabling or Deleting a Workflow
    Editing a Workflow
    Disabling a Workflow
    Deleting a Workflow

Enabling the Workflow and Save

When you have set up the configuration, enable the Workflow by clicking the Enable/Disable toggle and save it by clicking Save.

The Configuration displays and includes the saved Workflow. A Workflow that is Enabled shows with a green dot.

You can click on it to open and edit it at any time from here.

Opening and Editing the Trigger Created in your Zendesk Admin Center

You can make changes to the Triggers created from the Ticket Parser Autofill app from your Zendesk Admin Center.

For the Trigger in the Workflow, if you selected When a ticket is created (new trigger) or When a ticket is updated (new trigger) a new trigger named Swifteq New Ticket is created in your Zendesk Admin Center. The name of the Trigger also shows the Workflow that it was created from, for example, Swifteq New Ticket - Extract Order Number.

If you have selected an existing Trigger, this will show the name of the Workflow in which is was initially created.

When editing the Workflow, this shows the Trigger and you can click View Trigger to open it in your Zendesk Admin Center. You can also open the Trigger directly in your Zendesk Admin Center

Refer to Opening and Editing the Swifteq Trigger Created in your Zendesk Admin Center.

Editing, Disabling or Deleting a Workflow

When you have saved a Workflow, it is included in the Configuration for Ticket Parser Autofill. You can open the Workflow from the Configuration to edit or disable it and you can delete a Workflow from the Configuration.

Editing a Workflow

To open a Workflow and edit it, click the Name in the Configuration, or click the vertical ellipsis and select Edit.

Disabling a Workflow

If you want to temporarily disable a Workflow, open it from the Configuration and click the Enable/Disable toggle. 

Then click Save.

The Workflow that is Disabled shows on the Configuration with a grey dot.

Deleting a Workflow

To permanently delete a Workflow, on the Configuration, click the vertical ellipsis and select Delete. 

You are prompted to confirm the delete.